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Auto open notes

Would it be possible to create a button or option to open all the notes within a process? This would allow for easier and more efficient navigation, particularly when using ‘ctrl + F’ to find specific key words.
Guest 3 months ago in Navigation, Search & Filtering 2 Open for voting

Simplify Process Dependency Section

In current state, process dependency section is confusing. It shows the current process is dependent on another process input hence 'Type of Link' it shows 'Input', which makes sense. However, just underneath that it shows the same dependent proce...
Guest 4 days ago in Process Creation & Editing 0 Open for voting

More flexibility needed for competency levels

Currently have to have 4 levels. Can change the name and description but not remove a level if you only need three levels and not four.
Guest 6 days ago in Improvement Management 0 Open for voting

need a report to view all the process names, last view date, total no of views and last modified date.

No description provided
Guest 17 days ago in  0 Open for voting

Dashboard to immediately display actions rather than being hidden/accessible via clickthrough

Revert back to previous MyDashboard view, where the choice of actions are displayed immediately on the right hand side, rather than having to click on the three dots on the right (which are currently not labelled) to then choose the action require...
Guest 5 months ago in Dashboard & Notifications 0 Under Review

API data identifier for process created using Process Capture tool

I need a way to distinguish, report and track the processes created with the use of the Process Capture feature vs manual creation or processes as normal. Same request for Gen AI processes created using that feature. Ideally also tracked or associ...
LB about 2 months ago in Reporting 0 Open for voting
182 VOTE

Bulk archive/delete of processes

We create processes during training that serve no purpose after the training session. It can take a long time to search for these and archive/delete them one by one. It would be a lot quicker if this could be done in bulk, by searching for process...
Guest over 4 years ago in Process Creation & Editing 43 Planned

Support Rich Text in Process Manager

When working in fields like the Background, Summary, or with Notes (maybe Tasks), Process Manager should support rich text options: Bold Italics Underline Strike through Font size Font color Font selection Bullet list Number list Indent / Outdent ...
Guest over 2 years ago in Process Creation & Editing 0 Planned

Bring back the ability to edit documents from Search

In the most recent Proces Manager Update 4.11.19, the team have r emoved the ability to edit documents directly within search results. This has massively reduced the ease of use of the platform, as Document editors and document owners now need to ...
Guest 11 months ago in Documents 8 Under Review

Add date range in excel file for Process Views Report

On the pdf version of the Process Views Report Date Range is included but it is not on the excel file. It would be useful to have the data range at the top of the report, similarly as in the pdf version.
Guest about 2 months ago in Reporting 3 Open for voting